myWageReport Screens (current)

Bipartisan Budget Act (BBA) 826

Bipartisan Budget Act (BBA)
826

Office of Management & Budget (OMB) Title II Screen
Package

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Bipartisan Budget Act (BBA) 826

Table of Contents

1. Document Version Information ........................................................................................................................................................... 5
2. Self-Reporter Screen Progression ...................................................................................................................................................... 7
2.1. Self-Reporter “Happy Path” Progression ........................................................................................................................................ 7
2.1.1. my Social Security Landing Page ........................................................................................................................................... 7
2.1.2. Choose Employer ................................................................................................................................................................... 8
2.1.2.1. Employer Selection ......................................................................................................................................................... 8
2.1.2.1.1. Employer Selection: Foreign Address .......................................................................................................................... 8
2.1.2.2. Employer Selection “More Details” Modal ....................................................................................................................... 9
2.1.2.3. Privacy Act Statement ................................................................................................................................................... 10
2.1.3. Wage Entry ........................................................................................................................................................................... 11
2.1.3.1. Empty Wage Entry Screen ............................................................................................................................................ 11
2.1.3.1.1. Wage Report Frequency of Pay Dropdown ................................................................................................................ 11
2.1.3.2. Wage Entry Screen ....................................................................................................................................................... 12
2.1.3.3. Populated Wage Entry Screen ...................................................................................................................................... 13
2.1.3.4. Pay Period Deletion Confirmation Screen ..................................................................................................................... 13
2.1.4. Wage Report Review ............................................................................................................................................................ 14
2.1.4.1. Wage Report Review Screen ........................................................................................................................................ 14
2.1.5. Wage Report Confirmation/Receipt ...................................................................................................................................... 15
2.1.5.1. Wage Report Confirmation Screen ............................................................................................................................... 15
2.1.5.1.1. Wage Report Receipt ................................................................................................................................................. 16
2.2. Self-Reporter Variant Screens ...................................................................................................................................................... 17
2.2.1. Choose Employer- Single Employer Variant ......................................................................................................................... 17
2.2.2. Choose Employer- Multiple Employer Variant....................................................................................................................... 18
2.2.3. Choose Employer Revisited- Single Employer on Record .................................................................................................... 19
2.2.4. Choose Employer – Maximum Number of Employers .......................................................................................................... 20
2.2.5. Maximum Number of Employers- Expanded Notice ............................................................................................................. 21
2.2.6. Maximum Number of Employers- Error Screen .................................................................................................................... 21
2.2.6.1. Wage Entry Table Paginated Variant- Maximum Records for Single Employer ............................................................ 22
2.2.7. Wage Report Review- Single Employer on Record .............................................................................................................. 23
2.2.8. Review Screen- Maximum Employer Limit Information Notice and Form Controls ............................................................... 24
2.2.9. Wage Report Receipt Foreign Address ................................................................................................................................ 25

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Bipartisan Budget Act (BBA) 826

2.3. Self-Reporter Error Screens ......................................................................................................................................................... 26
2.3.1. Service Unavailable Error ..................................................................................................................................................... 26
2.3.2. Choose Employer- No Eligible Employer on Record............................................................................................................. 26
2.3.3. Choose Employer- No Eligible Employer on Record More Details Modal ............................................................................. 27
2.3.4. Empty Wage Entry Table- No Data Entered/Single Employer on Record ............................................................................. 28
2.3.5. Empty Wage Entry Table- No Data Entered/Multiple Employers on Record ......................................................................... 28
2.3.6. Empty Wage Entry Table- Data Entered/Multiple Employers on Record .............................................................................. 28
2.3.7. Wage Entry Modal- Error Summary Example ....................................................................................................................... 29
2.3.8. Wage Report Submission Error ............................................................................................................................................ 30

3. Representative Payee Screen Progression...................................................................................................................................... 31
3.1. Representative Payee “Happy Path” Progression ........................................................................................................................ 31
3.1.1. my Social Security Landing Page (Rep Payee Only) ............................................................................................................ 31
3.1.2. Choose Wage Earner ........................................................................................................................................................... 32
3.1.2.1. Wage Earner Selection ................................................................................................................................................. 32
3.1.2.2. Wage Earner Details Modal .......................................................................................................................................... 32
3.1.3. Choose Employer ................................................................................................................................................................. 33
3.1.3.1. Employer Selection ....................................................................................................................................................... 33
3.1.3.2. Employer Selection “More Details” Modal ..................................................................................................................... 33
3.1.4. Wage Entry ........................................................................................................................................................................... 34
3.1.4.1. Empty Wage Entry Screen ............................................................................................................................................ 34
3.1.4.2. Wage Entry Screen ....................................................................................................................................................... 35
3.1.4.3. Pay Period Deletion Confirmation Modal....................................................................................................................... 36
3.1.5. Wage Report Review ............................................................................................................................................................ 37
3.1.5.1. Wage Report Review Screen ........................................................................................................................................ 37
3.1.6. Wage Report Confirmation/Receipt ...................................................................................................................................... 38
3.1.6.1. Wage Report Confirmation Screen ............................................................................................................................... 38
3.1.6.2. Wage Report Receipt .................................................................................................................................................... 39
3.2. Representative Payee Variant Screens ........................................................................................................................................ 40
3.2.1. my Social Security Landing Page (Authorized as Representative Payee + Beneficiary) ...................................................... 40
3.2.2. Choose Wage Earner Variant - Representative Payee as Title II Beneficiary....................................................................... 41
3.2.3. Choose Wage Earner- Single Beneficiary Variant ................................................................................................................ 41
3.2.4. Choose Employer- Single Employer Variant ......................................................................................................................... 42

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3.2.5. Choose Employer- Multiple Employer Variant....................................................................................................................... 43
3.2.6. Choose Employer Revisited- Single Employer on Record .................................................................................................... 44

3.3. Representative Payee Error Screens ........................................................................................................................................... 45
3.3.1. Choose Wage Earner- Ineligible Wage Earner ..................................................................................................................... 45
3.3.2. Choose Wage Earner- Ineligible Wage Earner More Details Modal ..................................................................................... 45
3.3.3. Choose Wage Earner- Ineligible Wage Earner Single Employer on Record ......................................................................... 46
3.3.4. Choose Employer- No Eligible Employer on Record............................................................................................................. 47
3.3.5. Choose Wage Earner- Ineligible Wage Earner Modal .......................................................................................................... 47
3.3.6. Empty Wage Entry Table- No Data Entered/Single Employer on Record ............................................................................. 48
3.3.7. Empty Wage Entry Table- No Data Entered/Multiple Employers on Record ......................................................................... 48
3.3.8. Empty Wage Entry Table- Data Entered/Multiple Employers on Record .............................................................................. 48
3.3.9. Wage Entry Modal- Error Summary Example ....................................................................................................................... 49
3.3.10. Wage Report Submission Error .......................................................................................................................................... 49

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Bipartisan Budget Act (BBA) 826

1. Document Version Information
Version
Number
0.1

0.2

0.3

0.4

Date

Content Revisions

3/29/2017

Self-Reporter and Representative Payee scenarios for OMB review

4/5/2017

Updated the following with notes in comments: 2.1.5.1, 2.2.1, 2.2.2, 2.3.2, 3.1.5.1, 3.2.3, 3.2.4, 3.3.2, 3.3.4

4/14/2017

Updated text on 3.1.3.1 and 3.1.6.2 to change “you/your” to better reflect rep payee/beneficiary relationship.

4/21/2017

Updated the following based on product owner and ORDES feedback: 2.1.2.1, 2.1.2.2, 2.1.3.2, 2.1.4.2,
2.1.5.1, 2.2.1, 2.2.2, 2.3.1, 3.1.2.1, 3.1.3.1, 3.1.3.2, 3.1.4.2, 3.1.5.2, 3.1.6.1, 3.1.6.2, 3.2.1, 3.2.2, 3.2.3, 3.2.4,
3.3.1, 3.3.3
Specific changes to these screens are documented in the OMB Review Response file on Confluence, dated
4/21/2017.

0.5

0.6

0.7

4/25/2017

Added screenshot 2.1.2.1.1 (Foreign Address for employer listing). Changed heading of screen 3.3.2 to
“Unlisted Wage Earner”.

5/12/2017

Added Exit Disclaimer modal (2.1.5, 3.1.6). Removed “Start Date” from all Choose Employer screen variations.
Added Wage Report Submission Error screens (2.3.5, 3.3.7). Replaced N800# with “contact us” link on all
relevant screens. Updated error notification text in danger pattern on 2.3.3 and 3.3.5.

6/26/2017

Masked claim number in Receipt.Masked claim number in Receipt.
Updated text on receipt to match UTIs.
Removed employer name in buttons, labels and instruction text.
Updated language for Review screen and Employer Selection screen for one employer on record.
Added “Service Unavailable” error screen.
Updated form controls on Employer Selection screen once data has been entered.
Updated form controls on wage entry table screens.
Updated “empty wage table” error screens with variants based on all scenarios.
Updated “ineligible beneficiary” error screen for single employer on record scenario.
Removed “submission confirmation” modal and changed to notice on review screen.
Removed “Exit Disclaimer” modal.

0.8

0.9

0.10

0.11

0.12

0.13

0.14

0.15

0.16

6/28/2017

Added conditional my Social Security Landing Page teaser screens

6/29/2017

Removed “Previous” form control button on 2.1.2 and 2.2.1

7/18/2017

Removed “your” from error messages in 2.3.1 and 2.3.8

7/24/2017

Updated receipt screens to no longer use modals.

8/31/2017

Added OMB number to footer on first screen in each scenario progression (2.1.2, 2.2.1, 2.3.2, 3.1.2, 3.2.2,
3.3.1, 3.3.3). Added Wage Report Receipt Confirmation modal screenshots (2.1.5.2, 3.1.6.3).

8/31/2017

Added approved OMB number to screens with footer (2.1.2, 2.2.1, 2.3.2, 3.1.2, 3.2.2, 3.3.1, 3.3.3)

9/7/2017

Removed “Previous” form control button from 2.3.2

11/21/2017

Release 3 screens updated: 2.1.3.1, 2.2.4, 2.2.4.1, 2.2.6, 3.1.4.2, 3.1.6.2

12/1/2017

Additional Release 3 Screens added: 2.2.4, 2.2.5, 2.2.6, 2.2.10. Privacy Act statement added.

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Bipartisan Budget Act (BBA) 826

Current Version Notes:
This document represents the screen progression for the BBA 826 Wage Reporting application. Screens for both self-reporting
beneficiary and representative payee scenarios are included.
Each scenario is presented first as a “happy path” displaying a complete screen progression from application entry through report
submission and review of receipt, followed by conditional screen variations and error messages within each scenario.

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Bipartisan Budget Act (BBA) 826

2. Self-Reporter Screen Progression
2.1. Self-Reporter “Happy Path” Progression
2.1.1. my Social Security Landing Page

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2.1.2. Choose Employer

2.1.2.1. Employer Selection

2.1.2.1.1. Employer Selection: Foreign Address

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2.1.2.2. Employer Selection “More Details” Modal

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2.1.2.3. Privacy Act Statement

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2.1.3. Wage Entry
2.1.3.1. Empty Wage Entry Screen

2.1.3.1.1. Wage Report Frequency of Pay Dropdown

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2.1.3.2. Wage Entry Screen

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2.1.3.3. Populated Wage Entry Screen

2.1.3.4. Pay Period Deletion Confirmation Screen

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2.1.4. Wage Report Review

2.1.4.1. Wage Report Review Screen

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2.1.5. Wage Report Confirmation/Receipt
2.1.5.1. Wage Report Confirmation Screen

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2.1.5.1.1. Wage Report Receipt

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2.2. Self-Reporter Variant Screens
2.2.1. Choose Employer- Single Employer Variant

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2.2.2. Choose Employer- Multiple Employer Variant

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2.2.3. Choose Employer Revisited- Single Employer on Record

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2.2.4. Choose Employer – Maximum Number of Employers

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2.2.5. Maximum Number of Employers- Expanded Notice

2.2.6. Maximum Number of Employers- Error Screen

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2.2.6.1. Wage Entry Table Paginated Variant- Maximum Records for Single Employer

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2.2.7. Wage Report Review- Single Employer on Record

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2.2.8. Review Screen- Maximum Employer Limit Information Notice and Form Controls

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2.2.9. Wage Report Receipt Foreign Address

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2.3. Self-Reporter Error Screens
2.3.1. Service Unavailable Error

2.3.2. Choose Employer- No Eligible Employer on Record

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2.3.3. Choose Employer- No Eligible Employer on Record More Details Modal

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2.3.4. Empty Wage Entry Table- No Data Entered/Single Employer on Record

2.3.5. Empty Wage Entry Table- No Data Entered/Multiple Employers on Record

2.3.6. Empty Wage Entry Table- Data Entered/Multiple Employers on Record

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2.3.7. Wage Entry Modal- Error Summary Example

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2.3.8. Wage Report Submission Error

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3. Representative Payee Screen Progression
3.1. Representative Payee “Happy Path” Progression
3.1.1. my Social Security Landing Page (Rep Payee Only)

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3.1.2. Choose Wage Earner

3.1.2.1. Wage Earner Selection

3.1.2.2. Wage Earner Details Modal

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3.1.3. Choose Employer

3.1.3.1. Employer Selection

3.1.3.2. Employer Selection “More Details” Modal

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3.1.4. Wage Entry

3.1.4.1. Empty Wage Entry Screen

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3.1.4.2. Wage Entry Screen

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3.1.4.3. Pay Period Deletion Confirmation Modal

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3.1.5. Wage Report Review

3.1.5.1. Wage Report Review Screen

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3.1.6. Wage Report Confirmation/Receipt
3.1.6.1. Wage Report Confirmation Screen

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3.1.6.2. Wage Report Receipt

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3.2. Representative Payee Variant Screens
3.2.1. my Social Security Landing Page (Authorized as Representative Payee + Beneficiary)

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3.2.2. Choose Wage Earner Variant - Representative Payee as Title II Beneficiary

3.2.3. Choose Wage Earner- Single Beneficiary Variant

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3.2.4. Choose Employer- Single Employer Variant

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3.2.5. Choose Employer- Multiple Employer Variant

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3.2.6. Choose Employer Revisited- Single Employer on Record

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3.3. Representative Payee Error Screens
3.3.1. Choose Wage Earner- Ineligible Wage Earner

3.3.2. Choose Wage Earner- Ineligible Wage Earner More Details Modal

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Bipartisan Budget Act (BBA) 826

3.3.3. Choose Wage Earner- Ineligible Wage Earner Single Employer on Record

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3.3.4. Choose Employer- No Eligible Employer on Record

3.3.5. Choose Wage Earner- Ineligible Wage Earner Modal

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3.3.6. Empty Wage Entry Table- No Data Entered/Single Employer on Record

3.3.7. Empty Wage Entry Table- No Data Entered/Multiple Employers on Record

3.3.8. Empty Wage Entry Table- Data Entered/Multiple Employers on Record

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3.3.9. Wage Entry Modal- Error Summary Example

3.3.10. Wage Report Submission Error

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